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The CAHIMS Exam Preparation Course and the CAHIMS exam are the result of collaboration between the Life Science Informatics Center at Bellevue College and the Healthcare Information and Management Systems Society (HIMSS). Significant content found in the CAHIMS Exam Preparation Course stems from the Office of the National Coordinator for Health Information Technology. Creation of the CAHIMS Exam Preparation Course and the CAHIMS exam was made possible through support from the National Science Foundation (NSF). Curriculum Team: Margaret Schulte, DBA Michèle Royer, PhD Nathan Savage, MLIS Section 2 - Technology Environment Lesson 2.2 - Electronic Health and Medical Records Configuring Electronic Health Records: Implementing Clinical Decision Support Lab Exercise 2: Order Checks Order checking is a component of the Order Entry process. It is based on a system of rules which reviews orders to see if they meet defined criteria that require further action by the provider before the order can be processed. If the specific order meets the criteria, an electronic message is transmitted to the ordering provider before the order is completed. Examples of specific Order Checks are: duplicate order, duplicate drug class order, adverse reaction, and drug-lab interaction. When there is a message warning of possible problems, the provider can choose to cancel the order or override the order check by entering a justification and then placing the order. Order Checks are real-time processes that occur during the placing of an order. Order check messages are displayed during the ordering process. Before orders are transmitted to the Laboratory, Pharmacy and other modules of the EHR, orders are subjected to Order Checking algorithms where the order is evaluated by an expert system rule against data from patient files. If one or more of the rules for the order is met, order check messages are transmitted to the clinician placing the order. For example, if a provider prescribes an antibiotic for a patient, the order is checked to ensure that the patient is not allergic to that medication. Order Checks can be set as Mandatory order checks. If an Order Check is set as mandatory, users are not authorized to change the mandatory status and the order check will be in effect for all authorized users. Members of the Clinical Application Coordinator user class are given the access to enable mandatory Order Checks. If the Order Check is not set as mandatory, other users classes such as doctors can turn specific Order Checks on or off. Clinical notes: Using order checks reduce the incidence of errors. For example, consider a patient who is to be admitted to the hospital, and has been on a cardiac medication called atenolol, which is a class of drug termed beta-blockers, for the last year. Now consider that the physician admitting the patient to the hospital enters an order for another drug called metoprolol, which is also a beta-blocker. The combination of both beta-blockers may cause serious side-effects, but the order checking software is able to identify that the two medications are in the same class, and fires a duplicate drug class order in real time, as the physician is placing the order for metoprolol. The physician is able to cancel her order, and the patient is spared a potential adverse reaction. This lab exercise will guide students through the process of managing Order Checks in VistA and then require them to demonstrate they have mastered this function with a hands-on activity. This work is funded by the National Science Foundation Advanced Technological Education Grant 1003223 Page 1 Exhibit 1: List of Order Checks Allergy-contrast Media Interaction Allergy-Drug Interaction Aminoglycoside Ordered Biochem Abnormality for Contrast Clozapine Appropriateness Critical Drug Interaction CT & MRI Physical Limitations Dangerous Meds for PT > 64 Dispense Drug Not Selected Duplicate Drug Class Order Duplicate Drug Order Duplicate Opioid Medications Duplicate Order Error Message Estimated Creatinine Clearance Glucophage-Contrast Media Glucophage-Lab Results Lab Order Freq Restrictions Missing Lab Tests for Anglogram Mp Allergy Assessment Order Checking Not Available Polypharmacy Recent Barium Study Recent Oral Cholecystorgram Renal functions Over Age 65 Significant Drug Interaction This work is funded by the National Science Foundation Advanced Technological Education Grant 1003223 Page 2 Instructions for Users to Enable or Disable Order Checks in CPRS (role = Clinical Coordinator) 1. Double click on the VistA_Apps folder installed on your desktop 2. Double click the CPRS Chart icon 3. Log on to CPRS using your Clinical Coordinator access and verify codes. 4. Select a patient and click <OK> 5. From the coversheet tab, Select <Tools> from menu bar 6. Select <Options> 7. Select <Order Checks> Note: Order Check screen will display Exhibit 2: CPRS Order Checks 8. Users Enable or Disable Order Checks which are not Mandatory by selecting an Order Check or de-selecting the Order Check. 9. After you have gone through the Order Check list and made your selections, click <Apply>, then click <OK> (to save the changes). This work is funded by the National Science Foundation Advanced Technological Education Grant 1003223 Page 3 Instructions for Placing an Inpatient Medication Order(s) (role: Doctor) Clinical notes: In this activity, we will simulate the procedure that a physician would follow to order a medication when using VistA. CPOE, or computerized provider order entry, allows clinicians to enter orders directly into the system, rather than having orders transcribed into the system by a third party. Eliminating intermediary steps reduces task duplication, and also decreases the potential of transcription errors. 1. Double click on the VistA_Apps folder installed on your desktop 2. Double click the CPRS Chart icon. 3. Log on to CPRS using access and verify codes of a Doctor. 4. Select an Inpatient and click <OK> (An inpatient can be selected by selecting a ward first, and then selecting one of the patients from the ward.) 5. Select <Orders>. 6. Select <Inpatient Medications> Note: When medication is entered, the medication will display on Orders tab as an unsigned order. Note: For Patient Safety purposes, only one user can enter orders on the same patient at the same time; the system will automatically generate an alert displaying the current user placing orders as shown in Exhibit 3 when doctor3 tries to place an order while doctor 1 is accessing Patient Nine’s file. Clinical notes: This is to avoid the situation when two clinicians could simultaneously order conflicting medications that might interact with one another, or write orders that might cause other deleterious effects. It also prevents duplicate orders being entered by different clinicians at the same time. This work is funded by the National Science Foundation Advanced Technological Education Grant 1003223 Page 4 Exhibit 3 – Alert Generated from Multiple Providers Placing Orders 7. Select a medication. 8. Select <Quit>. 9. A screen will appear where the electronic signature can be entered or the order can be cancelled. The electronic signature is DOCTORX where X=1 to 99 10. Feel free to repeat the process of selecting different medications to get a feel for how the functionality works. Keep in mind that different medications have different parameters for prescribing. This work is funded by the National Science Foundation Advanced Technological Education Grant 1003223 Page 5 Student Exercise Log into CPRS as a doctor: 1. Double click on the VistA_ Apps folder installed on your desktop. 2. Double click the CPRS Chart icon. 3. Log on to CPRS Chart using your Doctor access and verify codes. Clinical notes: Typically, a physician will select the patient, and then place orders based on clinical considerations. For example, consider a patient with diabetes mellitus (a medical condition where the blood glucose is too high). The physician has two pharmacological options to bring the blood sugar down quickly – use oral medications (pills) or insulin (an injection). In this example, let us suppose the physician wants to order glipizide – an oral tablet that brings down blood sugars. The physician will need to enter an order for glipizide tablets, and the pharmacy can then dispense the medication. The nurse will subsequently administer glipizide to the patient, and may subsequently check glucose levels to make sure the numbers are improving. The second order is for a medication delivered by a different route –in this case an injection of a multivitamin. Note that the route of delivery is specified at the time of placing the order. This is because medications may be available as different preparations. While glipizide is only available by the oral route, multivitamins may be available in tablet, capsule (both oral) or injectible form. The appropriate preparation and delivery route will determine the selection choice during order entry. Configure and Test Order Checks: 4. Select an Inpatient. 5. Review Order Checks - Enable - Duplicate Drug Order (if this order check is not enabled). 6. Place two separate orders for Glipizide Tab. Check the inpatient medication menu to see if it is available. If not, you will have to order from the outpatient medication menu. 7. Use Print Screen or screen capture functionality to make a copy of the Order Check message in CPRS. 8. Do Not Process orders – Cancel/Discontinue orders. This work is funded by the National Science Foundation Advanced Technological Education Grant 1003223 Page 6 9. Select an Inpatient. (Nine, Patient is a good one to work with as he has a good selection of associated clinical information). 10. Place an Inpatient order for a multivitamin injection from Inpatient Medication menu item. 11. Use Print Screen or screen capture tools to save and copy Order Check message(s) in CPRS to your work folder. This work is funded by the National Science Foundation Advanced Technological Education Grant 1003223 Page 7